Pacific Center for Financial Services’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $454K | Buy |
4,889
+21
| +0.4% | +$1.87K | 0.12% | 60 |
|
|
2025
Q4 | $367K | Hold |
4,868
| – | – | 0.09% | 64 |
|
|
2025
Q3 | $367K | Sell |
4,868
-42
| -0.9% | -$3.07K | 0.09% | 64 |
|
|
2025
Q2 | $341K | Sell |
4,910
-568
| -10% | -$39.5K | 0.09% | 65 |
|
|
2025
Q1 | $388K | Buy |
5,478
+14
| +0.3% | +$988 | 0.1% | 58 |
|
|
2024
Q4 | $392K | Buy |
5,464
+13
| +0.2% | +$1.01K | 0.1% | 56 |
|
|
2024
Q3 | $461K | Buy |
5,451
+84
| +2% | +$6.55K | 0.12% | 50 |
|
|
2024
Q2 | $380K | Buy |
5,367
+13
| +0.2% | +$922 | 0.11% | 57 |
|
|
2024
Q1 | $342K | Sell |
5,354
-3,970
| -43% | -$233K | 0.1% | 58 |
|
|
2023
Q4 | $566K | Sell |
9,324
-355
| -4% | -$20.2K | 0.18% | 35 |
|
|
2023
Q3 | $555K | Buy |
9,679
+12
| +0.1% | +$831 | 0.19% | 36 |
|
|
2023
Q2 | $717K | Buy |
9,667
+12
| +0.1% | +$908 | 0.24% | 33 |
|
|
2023
Q1 | $744K | Buy |
+9,655
| New | +$743K | 0.26% | 31 |
|
|
2022
Q3 | $729K | Buy |
9,297
+248
| +3% | +$21K | 0.29% | 29 |
|
|
2022
Q2 | $701K | Buy |
9,049
+8
| +0.1% | +$609 | 0.29% | 27 |
|
|
2022
Q1 | $766K | Buy |
9,041
+8
| +0.1% | +$641 | 0.27% | 27 |
|
|
2021
Q4 | $843K | Buy |
9,033
+6
| +0.1% | +$519 | 0.34% | 25 |
|
|
2021
Q3 | $709K | Buy |
9,027
+90
| +1% | +$7.26K | 0.31% | 29 |
|
|
2021
Q2 | $655K | Buy |
8,937
+75
| +0.8% | +$5.63K | 0.29% | 32 |
|
|
2021
Q1 | $670K | Buy |
8,862
+1,312
| +17% | +$102K | 0.32% | 29 |
|
|
2020
Q4 | $582K | Sell |
7,550
-414
| -5% | -$31K | 0.22% | 31 |
|
|
2020
Q3 | $553K | Buy |
7,964
+836
| +12% | +$57.7K | 0.23% | 29 |
|
|
2020
Q2 | $428K | Buy |
7,128
+1,348
| +23% | +$80.7K | 0.21% | 35 |
|
|
2020
Q1 | $348K | Buy |
5,780
+1,076
| +23% | +$67.6K | 0.22% | 31 |
|
|
2019
Q4 | $285K | Buy |
4,704
+220
| +5% | +$12.8K | 0.13% | 43 |
|
|
2019
Q3 | $261K | Buy |
4,484
+296
| +7% | +$16K | 0.13% | 43 |
|
|
2019
Q2 | $214K | Sell |
4,188
-368
| -8% | -$18.1K | 0.11% | 53 |
|
|
2019
Q1 | $220K | Sell |
4,556
-320
| -7% | -$14.6K | 0.12% | 48 |
|
|
2018
Q4 | $212K | Buy |
4,876
+320
| +7% | +$14K | 0.11% | 46 |
|
|
2018
Q3 | $191K | Hold |
4,556
| – | – | 0.09% | 57 |
|
|
2018
Q2 | $190K | Hold |
4,556
| – | – | 0.11% | 54 |
|
|
2018
Q1 | $186K | Hold |
4,556
| – | – | 0.11% | 55 |
|
|
2017
Q4 | $178K | Hold |
4,556
| – | – | 0.11% | 56 |
|
|
2017
Q3 | $167K | Hold |
4,556
| – | – | 0.11% | 56 |
|
|
2017
Q2 | $160K | Buy |
4,556
+1,520
| +50% | +$52K | 0.11% | 56 |
|
|
2017
Q1 | $97K | Sell |
3,036
-1,520
| -33% | -$47.8K | 0.07% | 74 |
|
|
2016
Q4 | $136K | Buy |
+4,556
| New | +$136K | 0.1% | 62 |
|
Other funds holding NEE
VCM
VPM
Pacific Center for Financial Services's NEE Position: Q1 2026 in Review
Pacific Center for Financial Services increased its NextEra Energy (NEE) stake by 0.43% in Q1 2026, buying an estimated $1.87K and bringing the position to 4,889 shares worth $454K. The position accounts for 0.12% of the portfolio, ranked #60.
Pacific Center for Financial Services first reported a position in NEE in Q4 2016 and has held it in 37 quarters since. The position peaked at $843K in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Pacific Center for Financial Services held 4,889 shares of NextEra Energy worth $454K as of Q1 2026.
- Pacific Center for Financial Services bought 21 NextEra Energy shares in Q1 2026, an estimated $1.87K.
- NextEra Energy made up 0.12% of Pacific Center for Financial Services's portfolio in Q1 2026, its #60 holding.
- Pacific Center for Financial Services first reported a position in NextEra Energy in Q4 2016 and has held it in 37 quarters since.
- Pacific Center for Financial Services's NextEra Energy position peaked at $843K in Q4 2021.
- 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Pacific Center for Financial Services's 13F filing for Q1 2026, filed 12 May 2026.